You can easily upload documents to your client's profile, this includes documents that clients and third parties need to sign electronically. This means all documents can live within Birdie, on a client's profile.

What documents should I upload?

Rather than uploading forms which already have client details on them, you should amend your document templates so that you are then able to upload generic documents which can be added to all client files.

These may include documents such as:

  • Consent to care and treatment

  • Consent to share information

  • Terms and conditions of service delivery

We recommend removing the name, date, and signature panels on your documents, before uploading them. This is because these fields will not be brought to you by Birdie. An example can be seen below:

How to upload documents to all of your client's profiles

  1. Click on your name on the right-hand corner

  2. On the drop-down menu select Upload Documents

  3. You will be taken to a page where you can upload blank documents

  4. Click the box with the arrow, upload a PDF file max 12MB

Please note: These files will be uploaded for all clients so do not upload files with any personal information here

How to upload documents for a specific client

If you have any additional risk assessments or documents, which you would like to store in the Care Plan of your client then you can use the document uploader.

  1. Go to your client

  2. Click on the Care plan tab

  3. Scroll to the bottom of the page

  4. Click the Documents box

  5. Upload documents specific to your client here

    Please note: All images (.jpeg, .png) and PDF files will be visible by carers in-app, Word documents will not be visible to the carers.

Once the file has been uploaded it will appear below, along with the date of upload, along with a document ID that we generate at the point of uploading.

Please see this article if you need help converting a word document to a PDF

I have uploaded my agency documents, what now?

Check out this article to understand how to collect signatures electronically.

Prefer watching videos? no problem, the video below will guide you through the above information.

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